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the Professional Couple

We help professional couples who come to us looking for a more personal relationship with a financial advisor, and where we can offer them guidance and support for sensible investing. Sometimes their previous experience with large brokerage firms are largely transactional and disappointing, where the focus is selling in-house products that are not appropriate.

We can help you “get serious about retirement” by consolidating scattered accounts and creating a detailed financial plan and balance sheet showing you all of your assets and debts in one place, possibly for the first time. Along with accounts we manage directly, we can also use our software to ‘link’ your current employer’s 401(k) retirement plan to coordinate, monitor, and report alongside the rest of your investments so that everything is working toward your desired goal. We can also organize graphic reports and provide ongoing analysis and advice on when to exercise vested options and sell restricted shares in a tax efficient manner.